Broadway Wealth Solutions, Inc.
Filing Date
Global Rank
#7,074
/ 8,605
▲ 131
· as of Mar 2026
Top Industry
Semiconductors
14.5%
3Y Alpha vs SPY
-3.5%
Period ended 3 months ago
Filed Apr 22, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+20.1%
SPY
+24.0%
Annualised alpha
-2.7%
Max drawdown
−17.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
79 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.5%
−0.1 pts
Top 5
26.4%
−1.3 pts
Top 10
41.1%
−0.7 pts
HHI
247
Diversified−11
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.4% | $14,629,623 |
| Financial Services | 10.9% | $4,490,351 |
| Industrials | 10.5% | $4,351,490 |
| Consumer Cyclical | 10.0% | $4,135,492 |
| Consumer Defensive | 8.6% | $3,561,159 |
| Communication Services | 6.2% | $2,576,463 |
| Healthcare | 6.0% | $2,486,619 |
| Energy | 5.7% | $2,344,217 |
| Unclassified | 5.3% | $2,190,842 |
| Utilities | 0.8% | $323,408 |
| Basic Materials | 0.6% | $264,240 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ACN | Accenture plc | +1,222 | 2,464 | $488,586 | |
| NFLX | Netflix Inc | +974 | 3,918 | $376,715 | |
| NVDA | Nvidia Corp | +941 | 15,376 | $2,681,574 | |
| MDLZ | Mondelez International, Inc. | +855 | 6,119 | $352,699 | |
| MSFT | Microsoft Corp | +817 | 5,696 | $2,108,488 | |
| UBER | Uber Technologies, Inc | +776 | 5,454 | $392,306 | |
| AVGO | Broadcom Inc. | +608 | 3,410 | $1,055,429 | |
| APO | Apollo Global Management, Inc. | +592 | 2,980 | $332,031 | |
| CRM | Salesforce, Inc. | +584 | 2,027 | $378,380 | |
| PANW | Palo Alto Networks Inc | +564 | 3,559 | $570,578 | |
| INTU | Intuit Inc. | +400 | 853 | $368,820 | |
| IQV | Iqvia Holdings Inc. | +267 | 1,963 | $334,770 | |
| CSCO | Cisco Systems, Inc. | +267 | 7,533 | $584,485 | |
| XOM | ExxonMobil Holdings Corp | +264 | 7,879 | $1,336,751 | |
| TMUS | T-Mobile US, Inc. | +253 | 1,642 | $344,869 | |
| IBM | International Business Machines Corp | +201 | 3,024 | $732,987 | |
| KO | Coca Cola Co | +192 | 3,624 | $275,605 | |
| VZ | Verizon Communications Inc | +188 | 6,106 | $306,521 | |
| GS | Goldman Sachs Group Inc | +161 | 611 | $516,899 | |
| SPGI | S&P Global Inc. | +159 | 765 | $307,838 | |
| AON | Aon plc | +142 | 1,014 | $327,298 | |
| ICE | Intercontinental Exchange, Inc. | +142 | 2,082 | $327,456 | |
| AMZN | Amazon Com Inc | +136 | 8,878 | $1,849,021 | |
| JPM | Jpmorgan Chase & Co | +114 | 2,280 | $670,684 | |
| EMR | Emerson Electric Co | +105 | 1,786 | $234,001 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SLV | iShares Silver Trust | −2,054 | 4,798 | $326,935 | |
| IAU | Ishares Gold Trust | −1,132 | 5,054 | $445,560 | |
| MCHP | Microchip Technology Inc | −593 | 7,218 | $466,354 | |
| WMT | Walmart Inc. | −349 | 4,315 | $536,268 | |
| JNJ | Johnson & Johnson | −274 | 2,414 | $590,078 | |
| NEE | Nextera Energy Inc | −269 | 3,482 | $323,408 | |
| APH | Amphenol Corp /De/ | −236 | 2,802 | $354,032 | |
| GLD | Spdr Gold Trust | −230 | 918 | $395,006 | |
| AAPL | Apple Inc. | −217 | 8,279 | $2,101,127 | |
| TXN | Texas Instruments Inc | −207 | 1,193 | $231,609 | |
| GOOGL | Alphabet Inc. | −179 | 2,813 | $808,906 | |
| HON | Honeywell International Inc | −137 | 1,153 | $273,322 | |
| ULTA | Ulta Beauty, Inc. | −123 | 569 | $297,421 | |
| NOC | Northrop Grumman Corp /De/ | −66 | 311 | $212,176 | |
| MSI | Motorola Solutions, Inc. | −51 | 737 | $319,835 | |
| LMT | Lockheed Martin Corp | −30 | 454 | $274,393 | |
| MCK | Mckesson Corp | −27 | 397 | $343,547 | |
| UNP | Union Pacific Corp | −23 | 1,257 | $304,973 | |
| SPY | Spdr S&P 500 ETF Trust | −20 | 806 | $524,174 | |
| MRSH | Marsh & Mclennan Companies, Inc. | −9 | 5,107 | $885,809 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NOW | ServiceNow, Inc. | 3,205 | $335,082 | |
| VLO | Valero Energy Corp/Tx | 1,184 | $292,542 | |
| FANG | Diamondback Energy, Inc. | 1,058 | $209,261 | |
| CMCSA | Comcast Corp | 7,223 | $207,372 | |
| MRK | Merck & Co., Inc. | 1,696 | $204,011 | |
| CLSK | Cleanspark, Inc. | 11,000 | $93,610 | |
| No positions match the current search. | ||||
79 positions ·
$41,353,904 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 79 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 15,376 | $2,681,574 | 6.48% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 5,696 | $2,108,488 | 5.10% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 8,279 | $2,101,127 | 5.08% | |
| RTX |
RTX Corp
Industrials
|
Held | 10,439 | $2,013,683 | 4.87% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,014 | $2,006,810 | 4.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 8,878 | $1,849,021 | 4.47% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 7,879 | $1,336,751 | 3.23% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,410 | $1,055,429 | 2.55% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 2,557 | $950,564 | 2.30% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Reduced | 5,107 | $885,809 | 2.14% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,813 | $808,906 | 1.96% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 3,024 | $732,987 | 1.77% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,280 | $670,684 | 1.62% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Held | 6,243 | $618,369 | 1.50% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 2,414 | $590,078 | 1.43% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 7,533 | $584,485 | 1.41% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 3,559 | $570,578 | 1.38% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 4,315 | $536,268 | 1.30% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 930 | $532,080 | 1.29% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 806 | $524,174 | 1.27% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 611 | $516,899 | 1.25% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,444 | $505,663 | 1.22% | |
| ACN |
Accenture plc
Technology
|
Added | 2,464 | $488,586 | 1.18% | |
| MCHP |
Microchip Technology Inc
Technology
|
Reduced | 7,218 | $466,354 | 1.13% | |
| IAU |
Ishares Gold Trust
|
Reduced | 5,054 | $445,560 | 1.08% | |
| GLD |
Spdr Gold Trust
|
Reduced | 918 | $395,006 | 0.96% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 5,454 | $392,306 | 0.95% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 2,510 | $389,777 | 0.94% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 2,425 | $387,272 | 0.94% | |
| INTC |
Intel Corp
Technology
|
Held | 8,765 | $386,799 | 0.94% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 412 | $378,945 | 0.92% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 2,027 | $378,380 | 0.91% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 3,918 | $376,715 | 0.91% | |
| WM |
Waste Management Inc
Industrials
|
Added | 1,638 | $376,396 | 0.91% | |
| INTU |
Intuit Inc.
Technology
|
Added | 853 | $368,820 | 0.89% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 3,860 | $362,762 | 0.88% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 1,534 | $362,453 | 0.88% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 2,802 | $354,032 | 0.86% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Added | 6,119 | $352,699 | 0.85% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Added | 1,642 | $344,869 | 0.83% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 397 | $343,547 | 0.83% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,130 | $341,531 | 0.83% | |
| DE |
Deere & Co
Industrials
|
Held | 606 | $341,359 | 0.83% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 692 | $340,138 | 0.82% | |
| NOW |
ServiceNow, Inc.
Technology
|
NEW | 3,205 | $335,082 | 0.81% | |
| IQV |
Iqvia Holdings Inc.
Healthcare
|
Added | 1,963 | $334,770 | 0.81% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
Added | 2,980 | $332,031 | 0.80% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Added | 2,082 | $327,456 | 0.79% | |
| AON |
Aon plc
Financial Services
|
Added | 1,014 | $327,298 | 0.79% | |
| SLV |
iShares Silver Trust
|
Reduced | 4,798 | $326,935 | 0.79% |